WHERE FINANCIAL PROFESSIONALS MEET TO CREATE WHAT’S NEXT

> PROGRAM BOOK

SUNDAY | March 18

3-5 p.m. Registration Ballroom Foyer

3:30-5 p.m.

FP&A Roundtable Warfield Room (RSVP Required)Sponsored by Peloton

5-6:30 p.m. Registration 36th Floor

5-6:30 p.m. Opening Reception

Join us in on the 36th floor to get FinNext started.Sponsored by Host Analytics

7 a.m.-5 p.m. Registration

7-8 a.m. Breakfast

8-9:30 a.m. Opening Keynote

9:30 a.m.-6:30 p.m. Tech Lounge Open

9:30 a.m.-5 p.m. AFP Aware

9:30-10 a.m. Networking & Refreshment Break/Product Demos

10-11:15 a.m. Session Block 1

11:15 a.m.-12 p.m. Networking & Refreshment Break/Product Demos

12-1 p.m. Lunch Break/Pecha Kucha

1:15-2:30 p.m. Session Block 2

2:30-3 p.m. Networking & Refreshment Break/Product Demos

3-4:15 p.m. Session Block 3

4:25-5:40 p.m. Featured Keynote

5:40-6:30 p.m. Tech Lounge Reception

TUESDAY | March 207-10:30 a.m. Registration

7-8 a.m. Breakfast

8:15-9:30 a.m. Session Block 4

9:30-10:30 a.m. Tech Lounge Open

9:30-10:30 a.m. AFP Aware

9:30-10:30 a.m. Networking & Refreshment Break/Product Demos

10:45 a.m.-12 p.m. Closing Keynote

MONDAY | March 19

> SCHEDULE AT-A-GLANCE See Program Matrix for locations. As of 3/1/2018

Why are we so excited about FinNext? Because we get to be surrounded by professionals who are passionate and excited about FP&A. Take a look around—these are your people who speak the same business language you do.

Talk shop with attendees and vendors about the best tech to help you get the job done, the best ways to communicate what you do to non-finance people and swap some excel tips and tricks.

Prepare yourself—this isn’t just any old conference. Here, you’ll play a major role in the event. From Monday morning through Tuesday afternoon we are going to be asking for you to add your voice to the general sessions.

Thank you for being part of the first FinNext. This is the start of something special.

JIM KAITZPresident and Chief Executive OfficerAssociation for Financial Professionals

WELCOME TO FINNEXT 2018.

LEARNING LABCypress A & B

Our sponsors have been given a case study that revolves around a fictitious company in the energy sector facing key obstacles that include: data gathering, resource allocation, budgeting & forecasting, and reporting. You can view the case study in the FinNext App.

Each presenter has 30 minutes to highlight what makes their product, service and/or strategy unique to support the success of the company.

Their solution must include expectations for financial and operational gains, as well as an implementation timeline. This ensures that their solution is practical and accurately reflects the challenges you face in the field.  

All presenters will briefly take questions from the audience to challenge their strategies and allow for further elaboration.

> WHAT MAKES FINNEXT DIFFERENT?

LEARNING LAB SCHEDULE

MONDAY

10–10:30 a.m. Budgeting & Forecasting Host Analytics

10:45–11:15 a.m. Budgeting & Forecasting MindStream Analytics

1:15–1:45 p.m. Reporting Host Analytics

2–2:30 p.m. Budgeting & Forecasting BOARD

3–3:30 p.m. Budgeting & Forecasting Vena Solutions

3:45-4:15 p.m. Budgeting & Forecasting Anaplan

TUESDAY

8:15–8:45 a.m. Budgeting & Forecasting Prophix Solutions Inc.

> WHAT MAKES FINNEXT DIFFERENT?

SOCIAL #FinNext2018

BADGE Your badge is your key to

everything at FinNext—if you lose it bring $50 to the registration desk for a replacement.

WIFIWiFi ID: Grand_Hyatt_Meeting Password: finnext2018

MOBILE APP – Download the AttendeeHub app from the Google Play or Apple App Store

– Open the app, search FinNext in the search bar and download the event

– Enter the event code: finnext2018 – Click on the menu icon in the top left corner

– Log-in to access complete app features

PECHA KUCHABallroom East

Think speed dating, but for finance presentations. Listen to focused, fast-paced, seven minute sessions that include a maximum of twenty images or slides. Vote for your favorite presentation at the conclusion.

PECHA KUCHA SCHEDULE

MONDAY

12:05-12:15 p.m. Set-up & Introduction

12:15-12:22 p.m. Hacking the Budget

12:25-12:32 p.m. Goal Seek & Solver Hacks to Support Decision Making

12:35-12:42 p.m. Analysis Hacking with DAX

12:45-12:52 p.m. How to Win Data & Influence Strategy

12:52-1 p.m. Award Presentation

Who will be Pecha Kucha Champion? Vote in the app for your favorite.

AFP AWAREMain Hallway

You will have the opportunity to be part of an impactful program called Project Night Night, which provides packages to local homeless children. Studies have shown that providing objects of comfort can create a sense of security, reduce trauma and greatly influences the overall well-being of children. Our goal is to pack 100 “Night Night” bags—a packing station will be set up in the main hallway at FinNext.

PRODUCT DEMOSTech Lounge in Ballroom West

These 10-minute demos will allow each sponsor to showcase their technology in a dedicated area and show off their products’ capabilities. The demos will be taking place during the refreshment breaks and will feature monitors for visual software overviews.

> WHAT MAKES FINNEXT DIFFERENT?

PRODUCT DEMO SCHEDULE

MONDAY

9:40-9:50 a.m. Mindstream Analytics

11:20-11:30 a.m. Host Analytics

11:35-11:45 a.m. Anaplan

2:40-2:50 p.m. Vena Solutions

TUESDAY

9:40–9:50 a.m. Board

10-10:10 a.m. Prophix

YOUR FINNEXT SHERPAOri Brafman brings energy and insight to FinNext 2018. He’ll be doing the heavy lifting of keeping our program moving, getting your input on the general sessions, hosting our closing keynote and posing questions to get you thinking.

Ori is the father of the distributed network business strategy and a multiple New York Times best-selling author. His seminal work, The Starfish and the Spider, is cited by the U.S. military as the foundation for a successful campaign to counter Al Qaeda and was instrumental in the formation of Netflix’s corporate culture. The first 150 FinNext attendees will receive a complimentary copy of his new book, Radical Inclusion: What the Post-9/11 World Should Have Taught Us About Leadership.

TECH LOUNGE PASSPORT AND RAFFLEWin a FinNext 2019 Registration and a $500 Southwest gift card.

Grab a Tech Lounge Passport when you check in at registration then visit all our sponsor booths. Once complete, drop off your stamped passport card at the registration desk by 10:30 a.m. Tuesday.

We’ll announce the winner at the Closing Keynote on Tuesday—you must be present to win.

We’ll announce the winner at the Closing Keynote on Tuesday – you must be present to win.

Complete your card for a chance to win a FinNext 2019 registration and $500 air miles card.

TECH LOUNGE PASSPORT

> WHAT MAKES FINNEXT DIFFERENT?

MONDAY | March 19CONFERENCE THEATER CYPRESS A & B SEQUOIA BALLROOM EAST

8 a.m. 8-9:30 a.m.OPENING KEYNOTE The Art and Science of Prediction

10 a.m. 10–10:30 a.m.AI & the Future Impact on FP&A

10–10:30 a.m.Learning Lab Host Analytics

10–11:15 a.m.Data Visualization: The Four All-Important Questions We Often Forget to Ask Ourselves

10:45 a.m. 10:45–11:15 a.m.Financial Modeling On The Cloud: Defying Gravity To Gravitate Towards The Clouds

10:45–11:15 a.m.Learning Lab MindStream Analytics

12 p.m. 12–1 p.m.Pecha Kucha

1 p.m. 1:15–1:45 p.m.Follow the Yellow Brick Road: Establishing a Finance Transformation Roadmap

1:15–1:45 p.m.Learning Lab Host Analytics

1:15–2:30 p.m. Volatility is the New Normal

1:30 p.m. 2–2:30 p.m.Business Partnering: Developing the Mindset of a Strategic Partner

2–2:30 p.m. Learning Lab BOARD

3 p.m. 3–3:30 p.m.Adding Predictive Modeling to your Forecasting Process

3–3:30 p.m. Learning Lab Vena Solutions

3–4:15 p.m. Cost Planning: Innovations for Integrated Business Planning

> PROGRAM MATRIX As of 3/1/2018

MOBILE APPBe sure to use the FinNext App for the latest info on sessions and speakers.

MONDAY | March 19 (con’t)CONFERENCE THEATER CYPRESS A & B SEQUOIA BALLROOM EAST

3:30 p.m. 3:45–4:15 p.m.Getting the Band Together: How to Find (and Keep) FP&A Rockstars

3:45-4:15 p.m.Learning Lab Anaplan

4:30 p.m. 4:25-5:30 p.m.FEATURED KEYNOTEThe Knowledge Illusion

5:30 p.m. 5:40–6:30 p.m.Join us for a Reception in the Tech Lounge.

TUESDAY | March 20CONFERENCE THEATER CYPRESS A & B SEQUOIA BALLROOM EAST

8 a.m. 8:15–8:45 a.m. Presenting Data: Strategies on Presenting Complex Data Analysis to Executives & Boards

8:15–8:45 a.m.Learning Lab Prophix Solutions Inc.

8:15–9:30 a.m. Using Online Data and Social Analytics to Drive Better Decision-Making

9 a.m. 9–9:30 a.m. FP&A In the Age of Disruption

9–9:30 a.m. Pop Up Session

10:30 a.m. 10:45 a.m.-12 p.m.CLOSING KEYNOTE Theory vs. Reality: Transforming the FP&A Organization

BALLROOM LEVEL

êTHEATER LEVEL

Conference Theater

CXOCockpitAFP Longview Prophix

MindStream Analytics BOARDAnaplan Vena

SolutionsHost

Analytics

Product Demo Area

BALLROOM EAST Keynotes

BALLROOM WEST Tech Lounge

SEQUOIA

CYPRESS AB

AFP Aware

FinNext Registration

> MAP

> SPONSORS

BRONZE SPONSORS

GOLD SPONSOR TECH LOUNGE PASSPORT AND RAFFLEYour passport to a complimentary registration for FinNext 2019. Win a FinNext 2019 Registration and a $500 Southwest gift card.

Pick up your passport card at the Registration Desk.

We’ll announce the winner at the Closing Keynote on Tuesday – you must be present to win.

Complete your card for a chance to win a FinNext 2019 registration and $500 air miles card.

TECH LOUNGE PASSPORT

OPENING KEYNOTETHE ART AND SCIENCE OF PREDICTIONCorporations and governments spend fortunes on forecasting every year, but realistically we are all forecasters in some shape or form. We frequently draw conclusions and make decisions based on the analysis of experts, complex models and even our own preconceived notions; but how often do we bother to ask how accurate are these forecasts really? In this provocative presentation, based on his New York Times bestseller, Superforecasting, Dan Gardner explores the style of thinking most likely to deliver accurate forecasts and how we can target our efforts to become better forecasters.

FEATURED KEYNOTETHE KNOWLEDGE ILLUSIONHow do we grow as communicators, leaders and business partners? Stop assuming we know more than we do. Humans have built hugely complex societies and technologies, but most of us don’t even know how a pen or a toilet works. How have we achieved so much despite understanding so little? The answer is that we survive and thrive despite our mental shortcomings because we live in a rich community of knowledge. FP&A professionals are constantly drawing on information and expertise stored outside of their own heads: in their environment, tools and communities, even if they don’t realize it. Phil Fernbach leads an eye opening discussion that makes you challenge the assumptions you make every day.

DAN GARDNERJournalist and Co-Author

Superforecasting

PHIL FERNBACHProfessor of MarketingUniversity of Colorado

Leeds School of BusinessCo-Author

The Knowledge Illusion

> FEATURED SPEAKERS

CLOSING KEYNOTETHEORY VS. REALITY: TRANSFORMING THE FP&A ORGANIZATIONWhile there is continuous talk of the need to radically change the FP&A organization, what does this mean and what are the actual challenges that face those leading this endeavor? Acclaimed author and organizational change expert, Ori Brafman leads a panel of FP&A leaders who share their experiences overseeing such a herculean effort. From change management strategy to decisions impacting personnel and technology, the panel shares their key learnings to support your transformation efforts.

PANELIST

JEFF ALTMAN, CPAExecutive Director, Finance Leadership DevelopmentVerizon

PANELIST

JORDAN KRUGMAN, CTPHead of Finance and Corporate Services, North AmericaInvesco Ltd.

PANELIST

GAILEON THOMPSON, CTP, FP&ASenior VP, Global Consumer O&T FinanceCiti

MODERATOR

ORI BRAFMANFounderStarfish Leadership

MOBILE APPBe sure to use the FinNext App for the latest info on sessions and speakers.

CRAIG ANDERSONSenior Manager, Financial Planning & AnalysisTunein

KARL APPLEBYDirector of Content Management and Advanced AnalyticsBayer HealthCare

SHAWN BLEIMEHL, FP&ADirector, Financial Planning & AnalysisICMA Retirement Corporation

RANDALL BOLTENChief Executive OfficerLucidity

JONATHAN CRANE, CTP, FP&ASenior Manager FP&AHamilton Company

PETER W. GEILER, FP&AFiscal DirectorChild, Family and Community Services

MICHAEL HIGH, FP&AFP&A Director, DeepwaterRoyal Dutch Shell plc

ALEX LADDSenior PartnerMindStream Analytics

BRYAN LAPIDUS, FP&ACFO AdvisoryAllegiance Advisory Group

KERMAN LAUVice President of FinanceAdaptive Insights

KIRBY LUNGERPartnerPerformance Architects

MITCH MAXFounder & PartnerBetterVu

FREDDY MINIChief Executive OfficerNetvibes

SAUMYA MOHANAmericas Region TreasurerTesla Inc

JOHN MONCZEWSKIGlobal Finance BI & Reporting DirectorBoston Consulting Group

CHRISTOPHER E. ORTEGASenior Finance Manager Emarsys North America

PHILIP PECKVice President Finance TransformationPeloton Group

BRUCE PHYPERFinance Practice DirectorPacific Information Engineering

ODILE ROUJOLAdvisor in ResidenceNextWorld Capital

DEAN SORENSENFounderIBP Collaborative

JESPER HYBHOLT SORENSENSenior Finance DirectorOracle

AFP, Association for Financial Professionals and the AFP logo are registered trademarks of the Association for Financial Professionals. © 3/18.

BREAKOUT SESSION SPEAKERS As of 3/1/2018

of the best practices and technical skills in the FP&A profession.

“ Having the FP&A certification gave me the credibility before even walking into the room that I knew what I was talking about.”

— Bryan Lapidus, FP&ACFO Advisory

Allegiance Advisory Group

DEMONSTRATE YOUR MASTERY

LEARN MORE AND APPLY www.FPACert.org

FP&A, Certified Corporate FP&A Professional and the FP&A logo are trademarks of the Association for Financial Professionals. © 3/18.

ALIGNING FINANCE AND OPERATIONS

www.hostanalytics.com | 1 866 391 HOST (4678)

Is your finance organization stuck in the back office crunching numbers? Are you spending most of your time collecting data and chasing down spreadsheet errors? Are you providing the support needed by other lines of business?

Host Analytics Cloud EPM Platform can help finance reduce the drudgery and become a better business partner to Sales, Marketing, HR and other functions. Throw out the spreadsheets, shorten your planning and reporting cycles, and deliver

timely and accurate reports to your business partners and provide them the analytical support they need. Over 30,000 users in 600 organizations are already seeing the light – shouldn’t you?

Be a Better Business Partner